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Invesco
IVZ

533 hedge funds and large institutions have $7.38B invested in Invesco in 2021 Q1 according to their latest regulatory filings, with 94 funds opening new positions, 162 increasing their positions, 199 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $36.4M

57% more funds holding in top 10

Funds holding in top 10: 7 → 11 (+4)

42% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 66

36% more capital invested

Capital invested by funds: $5.44B → $7.38B (+$1.95B)

5% more funds holding

Funds holding: 509 → 533 (+24)

4.23% less ownership

Funds ownership: 67.87% → 63.65% (-4.2%)

19% less repeat investments, than reductions

Existing positions increased: 162 | Existing positions reduced: 199

Holders
533
Holders Change
+24
Holders Change %
+4.72%
% of All Funds
9.36%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
94
Increased
162
Reduced
199
Closed
66
Calls
$74.4M
Puts
$36.4M
Net Calls
+$37.9M
Net Calls Change
-$5.1M

Top Buyers

1
BlackRock
BlackRock
New York
+$89.8M
2
Swedbank
Swedbank
Sweden
+$57.5M
3
Fiera Capital (Canada)
Fiera Capital (Canada)
Quebec, Canada
+$42M
4
Millennium Management
Millennium Management
New York
+$32.6M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$30.9M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$232M
2
PP
Prudential plc
United Kingdom
-$96.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$95.8M
4
Nomura Holdings
Nomura Holdings
Japan
-$84.7M
5
Morgan Stanley
Morgan Stanley
New York
-$50.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
BBHC
526
Brown Brothers Harriman & Co
New York
$8 -$22 -1 -0.3%
ORIO
527
Old Republic International (ORI)
Illinois
– -$28.5M -1,635,500 Closed
Two Sigma Investments
528
Two Sigma Investments
New York
– -$28M -1,246,752 Closed
HF
529
HRT Financial
New York
– -$10.3M -588,346 Closed
Parallax Volatility Advisers
530
Parallax Volatility Advisers
California
– -$7.43M -426,041 Closed
E
531
Ergoteles
New York
– -$4.7M -269,800 Closed
PP
532
Paloma Partners
Connecticut
– -$3.96M -226,940 Closed
CB
533
Cadence Bank
Mississippi
– -$2.98M -171,241 Closed
IPW
534
Inlet Private Wealth
Florida
– -$2.34M -134,300 Closed
MIG
535
McGuire Investment Group
Rhode Island
– -$1.94M -111,402 Closed
DF
536
Donoghue Forlines
Massachusetts
– -$1.48M -84,992 Closed
DTL
537
Dynamic Technology Lab
Singapore
– -$1.44M -82,504 Closed
TEE
538
Tibra Equities Europe
United Kingdom
– -$1.38M -79,140 Closed
CC
539
Cipher Capital
New York
– -$1.33M -76,561 Closed
PG
540
Pendal Group
Australia
– -$1.04M -59,736 Closed
SS
541
Simplicity Solutions
Minnesota
– -$990K -56,813 Closed
IWC
542
Integrated Wealth Concepts
Massachusetts
– -$931K -53,435 Closed
SM
543
Sciencast Management
New Jersey
– -$977K -52,645 Closed
MSA
544
Mason Street Advisors
Wisconsin
– -$906K -51,960 Closed
WBC
545
Westpac Banking Corp
Australia
– -$842K -48,285 Closed
FI
546
FormulaFolio Investments
Michigan
– -$790K -45,302 Closed
HCM
547
Hollencrest Capital Management
California
– -$699K -40,100 Closed
TCM
548
Teza Capital Management
Illinois
– -$656K -37,664 Closed
MPAM
549
Monarch Partners Asset Management
Massachusetts
– -$546K -31,315 Closed
AC
550
Athanor Capital
New York
– -$526K -30,155 Closed
20 21
22
23 24

IVZ Hedge Fund Activity: Q1 2021 in Review

533 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Invesco (IVZ) for Q1 2021, worth a combined $7.38B — up 36% from $5.44B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new IVZ positions and 66 closed out — a net gain of 28 holders — while 162 added to existing stakes and 199 trimmed.

The largest buyer was BlackRock, adding an estimated $89.8M. The largest seller was Bank of America, cutting an estimated $232M.

  • 533 institutional investors held Invesco (IVZ) as of Q1 2021, up from 509 in Q4 2020.
  • Funds reported $7.38B of Invesco stock for Q1 2021, up 36% quarter-over-quarter.
  • 94 funds opened new Invesco positions in Q1 2021 and 66 closed out, a net change of +28 holders.
  • The largest Invesco buyer in Q1 2021 was BlackRock, an estimated $89.8M added.
  • The largest Invesco seller in Q1 2021 was Bank of America, an estimated $232M sold.

Based on aggregated 13F filings for Q1 2021.